What moved the markets — decoded
What moved overnight and the one driver that actually matters for today's session — in plain language.
Whether the tape is leaning risk-on or risk-off, and what that regime has historically implied across asset classes.
BTC and ETH read alongside macro — flows, levels and what they say about risk appetite. Not a separate silo.
The prints, earnings and levels most likely to move today — ranked by expected impact.
How the day's driver hits the names you follow — with alerts only when something actually matters.
No feeds, no threads, no twelve open tabs. Ten minutes before the open and you're current.
Macro prints, central banks, earnings, crypto flows and single-name news — collected and time-stamped through the night.
Each event is weighed against comparable prints — what equities, the dollar, gold and crypto typically did next. Most of it gets cut.
Mood, driver, sectors and names — in your inbox and console before the bell. Every read stays in the archive, including the misses.
| Date | Event | Read | Path | Outcome |
|---|---|---|---|---|
| May 19 | US CPI 3.5% (vs 3.1%) | Equities pressured, dollar firmer | ✓ Played out | |
| May 18 | FOMC minutes | Hawkish hold, no cut signalled | ✓ Played out | |
| May 16 | Brent / inventory draw | Energy bid, equities split | ✓ Played out | |
| Apr 24 | ECB communication | Dovish pivot, euro softer | ~ Partial |
Example format — not historical performance. In the live product, hits, misses and partials all stay on the record.
CPI came in hot at 3.5% against a 3.1% consensus — a +0.4pp surprise that resets the rate-cut clock. Comparable prints have historically pressured equities into the close while the dollar firmed and gold found a bid within two sessions. What comparable prints have implied for the open: defensives outperforming cyclicals, a firmer dollar, and pressure on rate-sensitive growth.
Every name in coverage gets the same institutional treatment — an intrinsic value model with its assumptions stated, a peer table, the full assessment history and the events most likely to move the stock next.
“Services mix keeps margins resilient; the iPhone 18 cycle is the key swing factor from here.”
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I used to spend an hour each morning lost in financial news, still unsure what it meant for my book. Now I read the brief in ten minutes and I actually know what's driving the session.
The moment I understood that a CPI surprise isn't just a number — that it moves specific sectors in repeatable ways — everything clicked. That context changed how I prepare.
What I trust is the honesty. When a read only partly plays out, it stays on the record. No cherry-picking. That transparency is why I kept reading.
Notes from private-beta users. Individual experiences — not performance claims or verified reviews.
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